See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,467 | $111,535-92.4% | $105,223-92.0% | $137,256-93.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 25.77% | 237.85%-212.1pp | 180.65%-154.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,381 | $3,939-64.9% | $3,689-62.6% | $4,156-66.8% |
| Participant deferral / active EE | $2,962 | $5,500-46.1% | $5,072-41.6% | $6,407-53.8% |
| Admin fee / account holder | $35 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |